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SPDR Gold Trust

Name Holding Trade Value Shares
Change
Change in
Stake
BPWM
1926
Black Point Wealth Management
Florida
$239K – – –
MHWM
1927
Montz Harcus Wealth Management
Louisiana
$239K – – –
JFA
1928
JNBA Financial Advisors
Minnesota
$238K -$14.9K -65 -6%
CA
1929
CapWealth Advisors
Tennessee
$237K – – –
BDFN
1930
Bond & Devick Financial Network
Minnesota
$237K – – –
KC
1931
Kades & Cheifetz
Pennsylvania
$237K – – –
BB
1932
Burford Brothers
Texas
$237K -$373K -1,627 -63%
CWM
1933
Compass Wealth Management
Connecticut
$236K – – –
SWM
1934
SilverOak Wealth Management
Minnesota
$236K – – –
DCM
1935
DGS Capital Management
New Jersey
$235K -$229 -1 -0.1%
CWM
1936
Collaborative Wealth Management
Florida
$235K +$221K +966 New
MTC
1937
McDaniel Terry & Co
Texas
$234K +$221K +964 New
GLLW
1938
Graves Light Lenhart Wealth
Virginia
$234K – – –
FMI
1939
F/M Investments
District of Columbia
$234K +$218K +953 New
ODIJL
1940
One Day In July LLC
Vermont
$233K -$23.4K -102 -10%
NPF
1941
Norris Perne & French
Michigan
$233K -$11.9K -52 -5%
RWA
1942
Rooted Wealth Advisors
Illinois
$233K -$24K -105 -10%
SIC
1943
Sterling Investment Counsel
New York
$233K +$1.15K +5 +0.5%
SCA
1944
Southern Capital Advisors
Tennessee
$232K – – –
PAM
1945
Peak Asset Management
Colorado
$231K -$40.1K -175 -16%
LWA
1946
Lantern Wealth Advisors
New York
$231K – – –
WC
1947
Westhampton Capital
North Carolina
$230K – – –
PIMG
1948
Patriot Investment Management Group
Tennessee
$230K -$916 -4 -0.4%
LAM
1949
LifePro Asset Management
California
$230K +$217K +946 New
WAM
1950
Walker Asset Management
Missouri
$230K – – –